Personal Banker Jobs in San Diego, CA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Roving Associate Personal Banker - North County Coastal District
- San Diego, CA
- 2 days ago
- San Diego, CA
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Associate Roving Personal Banker - Central San Diego District
- La Jolla, CA (10 miles from San Diego, CA)
- 4 days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Cardiff by the Sea Branch - Cardiff by the Sea, CA
- Encinitas, CA (22 miles from San Diego, CA)
- 8 days ago
- Encinitas, CA (22 miles from San Diego, CA)
- 8 days ago
Private Client Banker - Cardiff by the Sea Branch - Cardiff by the Sea, CA Cardiff By The Sea, CA, United States JOB INFORMATION Job Identification 210630949 Job Category Private Client Bankers...
Undergraduate Student Financial Services Advisor Point Loma Nazarene University Application First Name Last Name Email address Captcha / Bot check: Copy from here ...to here Click to hear these...
Undergraduate Student Financial Services Advisor Point Loma Nazarene University
- San Diego, CA
- 12 days ago
- San Diego, CA
- 12 days ago
Undergraduate Student Financial Services Advisor Posting Number: R0003938 Location: Point Loma Campus - San Diego, CA PLNU is a Christian liberal arts university in the evangelical, Wesleyan...
This job posting is anticipated to remain open for 30 days, from 24-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Now Hiring: Hybrid Financial Advisor in San Diego Ready to expand your book and your earning potential? Join Priority Financial Group (PFG), a prominent financial firm with over 20 years in the...
Financial Advisor - (Sales Role, Training Provided)
- San Diego, CA
- 15 days ago
- San Diego, CA
- 15 days ago
Must be in San Diego or willing to relocate to San Diego area. Our La Jolla, CA office just expanded and moved into new office space. We are growing and looking to add Advisors to the firm! Ever...
Financial Advisor - Paid Training Provided
- La Mesa, CA (10 miles from San Diego, CA)
- 17 days ago
- La Mesa, CA (10 miles from San Diego, CA)
- 17 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
JPMorgan Private Client Relationship Manager - La Jolla / San Diego, CA
- La Jolla, CA (10 miles from San Diego, CA)
- 21 days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 21 days ago
JobID: 210624944 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-20T14:27:49+00:00 JobShift: Base Pay/Salary: San Diego,CA $150,000.00 - $150,000.00; La Jolla,CA...
Financial Advisor - San Diego, CA North Star Resource Group is looking to find a candidate for a financial consultant position in San Diego, CA. We are looking for a recent college graduate or a...
JPMorgan Private Client Relationship Manager San Diego, CA
- San Diego, CA
- 27 days ago
- San Diego, CA
- 27 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Diego, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Diego, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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